Defined Financial Planning’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26,586	Closed	-$1.34M	–	91
2025 Q1	$1.34M	Buy	26,586 +1,452	+6%	+$73.1K	1.36%	22
2024 Q4	$1.26M	Buy	+25,134	New	+$1.26M	1.35%	23